Mobility & industryEN · PT

Nº362

Meta's Hyperion and the energy bill of data centres

Post commented onPost by Leonel Rodrigues: “A expansão da Inteligência Artificial está criando um novo desafio para a infraestrutura digital: como…” See the full post in the Linus publication ↗

The energy bill of AI data centres is beginning to be compared with that of entire cities. In a Visual Capitalist infographic reposted by Leonel Rodrigues, Hyperion, planned by Meta, appears with demand equivalent to 43.8 TWh per year, close to the 46.9 TWh attributed to New York.

The supply for this campus already has an address. On 20 August 2025, the Louisiana Public Service Commission approved three Entergy combined-cycle gas plants totalling 2.26 GW, two scheduled for 2028 and the third for the end of 2029, plus a USD 1.2 billion 500 kV line, according to Data Center Dynamics. Meta will pay the plants' annual revenue for 15 years.

The arrangement ties a single customer to a single supplier and to the generation built for it. This gives predictability to the utility and a timeline to the data centre, but concentrates the supply of a multi-billion asset in new plants and a new line.

For generation developers, the signal is clear: AI load contracts dedicated, long-term capacity. The contract goes to whoever delivers firm energy within the construction schedule.

Translated from the Portuguese original published by Linus Green Energy.

SourcesData Center Dynamics, Entergy obtains approval to construct three gas facilities to serve Meta's 2GW data center in Louisiana, agosto de 2025, https://lnkd.in/dh4DemWA

Original post. This analysis was published on the Linus Green Energy page on LinkedIn. Open on LinkedIn ↗